See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $110,261-69.2% | $95,745-64.5% | $139,434-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.98% | 27.11%-3.1pp | 28.35%-4.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $5,204 | $3,257+59.8% | $2,835+83.6% | $4,751+9.5% |
| Participant deferral / active EE | $9,284 | $4,676+98.6% | $4,245+118.7% | $6,710+38.4% |
| Admin fee / account holder | $58 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |